HOLISTIC

financial planning


TRISH MILES
Executive Financial Advisor

I've been an Executive Financial Advisor since 2008. My primary focus is to offer you personalised and attentive service. This approach is driven by a genuine interest in helping you protect your lifestyle and grow your assets.

With educational qualifications that include a B.Com Honours in Economics, a Banking Treasury Diploma, and a Diploma in Mathematical Pricing of Derivatives, among others, my aim is to provide informed and unbiased recommendations tailored to your specific needs.

HELPING YOU PLAN

asking better questions

There are some questions that Google can't answer. But more importantly - there are some things that Google can't ask you! With the increasing automation around us, we need to choose to have people in our lives who build relationships of trust and can help us ask the right questions about our futures.

As a financial advisor - this is what I'm good at. It's not about what financial products you choose, or what investment vehicles you select; it's about why you make those choices, and knowing exactly what choices may serve you and your family best.

Let's ask those questions together.

I operate independently, licensed by Fairbairn Consult. Currently, I manage a sizeable investment book, spread across approximately 200 clients.  My practice has grown significantly over the years, a testament to my emphasis on effective communication, honesty, and integrity.

If you're looking for financial guidance grounded in a well-balanced mix of expertise and genuine care, you've come to the right place. I look forward to the possibility of working with you.

MY PROCESS

explore | create | choose

  • EXPLORING YOU

    Most financial plans begin and end with the products. Your plan needs to begin and end... with you.

  • CREATE CHOICES

    Having asked the right questions about your life, I will research and create the financial choices that you can choose to best suit you.

  • CHOOSE

    With a clear understanding of who you are, and what you want, you can make powerful and informed choices.

  • REVIEW AND ENHANCE

    Your life will keep changing, and you should be able to change your choices too. I can review your plan and enhance it when needed by exploring, creating and choosing.

ALWAYS IN THE KNOW

Empowering you to create
the choices you need to make.

RECOMMENDED BY

hear it from our clients

MY LATEST BLOGS

adding context to your choices

Financial Advice that is tailored
to you and your choices.

CONTACT ME

let's get in touch!

Trish Miles

tmiles@fairbairnconsult.co.za
+27 82 655 6774

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